Institutional Ownership Ishares Tr U S Utils ETF (IDU)
This table provides information about the institutional ownership of Ishares Tr U S Utils ETF (IDU). We have compiled data on the 314 institutions that hold shares in the stock, with a total of 8.27 Million shares, which have been reported (via 13F filing form) to have a value of $924 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
2,543
shares
|
$284,053
0.06% of portfolio
|
Q3 2025
Reduced 19.96%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
2,543
shares
|
$284,053
0.07% of portfolio
|
Q3 2025
Reduced 19.96%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,500
shares
|
$279,250
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,469
shares
|
$275,787
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,467
shares
|
$275,563
0.0% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
2,466
shares
|
$275,452
0.02% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,458
shares
|
$274,558
0.02% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
2,444
shares
|
$272,994
0.09% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,419
shares
|
$270,202
0.0% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
2,400
shares
|
$268,080
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
2,392
shares
|
$267,186
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,378
shares
|
$265,622
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,378
shares
|
$265,622
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
2,346
shares
|
$262,048
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
2,287
shares
|
$255,457
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
2,266
shares
|
$253,112
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
2,253
shares
|
$251,660
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,252
shares
|
$251,548
0.0% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
2,245
shares
|
$250,766
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
2,240
shares
|
$250,208
0.03% of portfolio
|
Q2 2025
Reduced 18.25%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
2,204
shares
|
$246,186
0.09% of portfolio
|
Q3 2025
Reduced 62.8%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,202
shares
|
$245,963
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,196
shares
|
$245,293
0.01% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,120
shares
|
$236,804
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
2,092
shares
|
$233,676
0.0% of portfolio
|
Q3 2025
Added 9.13%
|
|